(b)lines Ask the Experts – Eligibility for Roth Conversion
January 25, 2011 (PLANSPONSOR (b)lines) – “I am a senior executive at a nonprofit and was excited to hear about...
Tag: Roth
Trade Groups Request More Guidance on In-Plan Roth Conversions
October 28, 2010 (PLANSPONSOR.com) – The Investment Company Institute (ICI) and the American Benefits Council (ABC) have requested immediate guidance...
Benefits |
SPARK Institute Urges Caution on In-Plan Roths
October 26, 2010 (PLANSPONSOR.com) – A retirement services trade group is urging plan sponsors to move carefully when deciding whether to...
SURVEY SAYS: Will You Be Converted By Roth?
September 29, 2010 (PLANSPONSOR.com) - President Obama has signed into law the Small Business Jobs and Credit Act of 2010—...
In-Plan Roth Conversions Present Challenges
September 28, 2010 (PLANSPONSOR.com) – President Obama on Monday signed into law the Small Business Jobs Act, which included a...
House Approves Bill to Allow In-Plan Roth Conversions
September 23, 2010 (PLANSPONSOR.com) – The U.S. House of Representatives has approved a bill which includes provisions allowing retirement plan...
Senate Approved Bill Would Allow Roth Accounts in 457 Plans
September 17, 2010 (PLANSPONSOR.com) – Provisions in a bill passed by the U.S. Senate won’t just help 401(k) plan participants.
Roth 401(k) Provision in Broader Senate Bill
September 16, 2010 (PLANSPONSOR.com) – U.S. Senators on Thursday approved a provision allowing 401(k)s to handle Roth conversions within the...
Benefits |
Roth 401(k) Feature in 29% of Plans
September 8, 2010 (PLANSPONSOR.com) – A new Hewitt Associates study of the Roth 401(k) feature found that 29% of mid-...
Benefits |
Not Many Know They Can Undo Roth Conversion
September 8, 2010 (PLANSPONSOR.com) - A Fidelity Investments study finds that less than a third (30%) of investors who are...
IRS Seeks Roth 401(k) Input
August 27, 2010 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) is looking for some input on Roth...
Auto-IRA Bill Introduced With Employer Mandates
August 6, 2010 (PLANSPONSOR.com) – Employers who do not offer a workplace retirement plan will have to...
Benefits |
PSNC 2010: Roth Accounts, not Just for the Highly Compensated
August 3, 2010 (PLANSPONSOR.com) – There has been a lot of talk since Roth 401(k)s and 403(b)s have been introduced...
Opinions |
PSNC Talking Points
August 1, 2010 (PLANSPONSOR.com) – Even the most diligent registrant at the recent PLANSPONSOR National Conference (PSNC)...
Benefits |
Survey Suggests Gaps in Plan Sponsor Goals, Roles
April 30, 2010 (PLANSPONSOR.com) – A new survey reveals a potential disconnect between plan sponsors and plan...